For most of its existence, CXMT bled cash. Today, it’s the king of Chinese chip makers. Learn just how big some analysts ...

Surging AI demand is driving up memory chip prices and squeezing supplies available to consumer electronics makers. Morgan Stanley expects the crunch to push PC and smartphone inflation significantly ...

Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex ...

Memory chip costs are up as AI companies gobble up the hot commodity. Consumer electronics companies like Dell and HP are ...

The rapid expansion of AI data centers is creating adverse effects across the memory chip ecosystem. As memory suppliers shift toward high-bandwidth memory, shortages of conventional RAM are raising ...

Computer memory prices are skyrocketing and subverting a time-tested theory that says this should not be happening.

Memory prices have surged because of short supply and huge demand with investors watching closely for any changes to the ...

Central processing units (CPUs) and graphics processing units (GPUs) are essential parts of the artificial intelligence hardware stack. CPUs are the brains that run applications, and GPUs speed up ...

South Korea is doubling down on its bid to lead in AI, unveiling plans last month to spend hundreds of billions on developing its chip manufacturing.

GF Securities (Hong Kong) sees on-chip memory as a niche AI inference trend but takes a neutral stance towards AI chipmaker Cerebras (CBRS). However, the firm believes that the trend will benefit ...

The AI boom has fueled dozens of new startups and minted a new class of billionaires. It has also produced a serious shortage of memory chips — a critical component for compute-hungry AI models — ...

A custom SRAM-based chip design could cut the computing power needed by future space ...